How to Get and Manage Lexa

Objectives:

• Access and activate Lexa.

• Configure where the Lexa should be available in your platform.

• Understand how to use the AI features in supported Lexzur modules.

Steps:

1. Get Lexzur AI Tool from the Marketplace

Lexa, Lexzur’s built-in AI assistant, is now available as a transaction-based bundle. It comes pre-activated by default on your instance and is ready for immediate use.
You’ll receive 50 free credits to try it out.

Once these are used, you can easily purchase additional credits based on your needs through the Marketplace:

• Open the Marketplace from the main menu.

• Search for Lexa AI Assistant in the apps list.

• Click Buy Now to purchase Lexa.

• Choose the package based on the number of credits you need, and complete the purchase.

2. Configure Where Lexa Is Enabled

Admins can control where Lexa appears across the platform.

To configure:

• Go to System Settings → Lexa → AI Tools

• From this page, you can enable or disable Lexa in the following areas:

  • Contra (Contract Management Product)

  • Practice (Legal Case Management Product)

  • Apps/Addons

  • Advisor Portal

  • Client Portal

  • Mobile App

This ensures Lexa is only used where it's most relevant to your workflows.

3. Use Lexa in Lexzur Modules

Once activated, Lexa can be used across various modules to improve document handling and communication.

In Practice & Contra Modules:

Lexa appears next to rich-text fields such as:

• Case or matter descriptions

• Important developments

• Status or internal notes

You can use Lexa to summarize, translate, or improve the content directly within these fields.

Additionally, Lexa can work at the document level. It will access the list of attached files, allowing you to select a document and ask questions about its content. Lexa will analyze the file and respond to your prompt accordingly.

In Client Portal & Advisor Portal:

• Users can translate notes and comments with one click.

• Enhances communication and clarity, especially in multi-language environments.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!